Stock Taper 
BW GESTAO DE INVESTIMENTOS LTDA.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Capital One Financial Corporation | COF | 83K | $16.65M |
 SK Telecom Co.,Ltd | SKM | 82.88K | $2.67M |
 Ultra Clean Holdings, Inc. | UCTT | 82.84K | $11.81M |
 British American Tobacco p.l.c. | BTI | 82.82K | $5.12M |
 Generac Holdings Inc. | GNRC | 82.81K | $24.25M |
 Freeport-McMoRan Inc. | FCX | 82.1K | $5.16M |
 Herbalife Nutrition Ltd. | HLF | 80K | $1.05M |
 Apple Inc. | AAPL | 77.47K | $22.42M |
 MSC Industrial Direct Co., Inc. | MSM | 77.1K | $9.17M |
 Carrier Global Corporation | CARR | 75.74K | $5.56M |
 Infosys Limited | INFY | 75.5K | $792K |
 Six Flags Entertainment Corporation | FUN | 75.2K | $1.6M |
 Paylocity Holding Corporation | PCTY | 73.9K | $7.72M |
 Corning Inc | GLW | 72.92K | $18.63M |
 Cannae Holdings, Inc. | CNNE | 71.02K | $1.02M |
 Nextpower Inc. | NXT | 69.74K | $8.31M |
 The Sherwin-Williams Company | SHW | 68.56K | $23.61M |
 Valvoline Inc. | VVV | 68.02K | $2.69M |
 Cameco Corporation | CCJ | 67.8K | $6.91M |
 Cerebras Systems Inc. | CBRS | 67.72K | $14.97M |